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Okta (OKTA) Institutional Ownership

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$111.12 +6.33 (+6.04%)
As of 11:23 AM Eastern
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Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$1.18B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025IFM Investors Pty Ltd32,877$3.46M0.0%+7.4%0.019%
4/28/2025Principal Financial Group Inc.9,172$965K0.0%-17.2%0.005%
4/28/2025Clarity Capital Partners LLC3,601$379K0.2%-74.6%0.002%
4/28/2025Resonant Capital Advisors LLC4,437$467K0.0%+10.2%0.003%
4/28/2025Teacher Retirement System of Texas23,961$2.52M0.0%N/A0.014%
4/28/2025First Horizon Advisors Inc.678$71K0.0%+18.9%0.000%
4/28/2025Private Trust Co. NA897$94K0.0%+617.6%0.001%
4/28/2025Aaron Wealth Advisors LLC4,969$523K0.1%+43.5%0.003%
4/28/2025Rossby Financial LCC300$31K0.0%N/A0.000%
4/28/2025DAVENPORT & Co LLC324,690$34.16M0.2%N/A0.187%
4/28/2025Smith Group Asset Management LLC237,995$25.04M1.9%+7.5%0.137%
4/28/2025Vontobel Holding Ltd.195,871$20.61M0.1%+60.5%0.113%
4/25/2025 Advisors Management Group Inc. ADV12,417$1.31M0.3%+1.2%0.007%
4/25/2025 Amalgamated Bank9,704$1.02M0.0%+2.9%0.006%
4/25/2025 KBC Group NV73,601$7.74M0.0%+128.0%0.042%
4/25/2025 K.J. Harrison & Partners Inc5,500$579K0.1%N/A0.003%
4/25/2025 Sumitomo Mitsui Trust Group Inc.360,927$37.98M0.0%-0.8%0.208%
4/24/2025 Sunbelt Securities Inc.1,332$140K0.0%-21.3%0.001%
4/24/2025 Allspring Global Investments Holdings LLC407,111$42.62M0.1%-26.6%0.235%
4/24/2025 Mirae Asset Global Investments Co. Ltd.7,050$761K0.0%+30.5%0.004%
4/24/2025 Diversified Trust Co17,985$1.89M0.0%-32.1%0.010%
4/24/2025 Total Wealth Planning & Management Inc.2,099$221K0.2%N/A0.001%
4/24/2025 Perpetual Ltd8,874$934K0.0%-30.3%0.005%
4/23/2025 Creative Financial Designs Inc. ADV690$73K0.0%-67.3%0.000%
4/23/2025 Sequoia Financial Advisors LLC2,518$265K0.0%N/A0.001%
4/23/2025 Robeco Institutional Asset Management B.V.299,562$31.52M0.1%-21.3%0.173%
4/23/2025 New World Advisors LLC2,185$230K0.1%-33.0%0.001%
4/23/2025 Golden State Wealth Management LLC657$69K0.0%+118.3%0.000%
4/23/2025 Bessemer Group Inc.51,016$5.37M0.0%-64.2%0.029%
4/23/2025 Spire Wealth Management310$33K0.0%-87.0%0.000%
4/23/2025 Lecap Asset Management Ltd.25,920$2.73M0.6%+11.4%0.015%
4/23/2025 Asset Management One Co. Ltd.143,119$15.06M0.1%+7.4%0.082%
4/23/2025 Oppenheimer & Co. Inc.5,558$585K0.0%+12.7%0.003%
4/22/2025 TrueMark Investments LLC2,712$285K0.1%-69.0%0.002%
4/22/2025 Moser Wealth Advisors LLC27,583$2.90M1.5%-7.2%0.016%
4/22/2025 Flagship Harbor Advisors LLC2,922$307K0.0%-16.6%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.31,025$3.26M0.0%+3.2%0.018%
4/22/2025 Wolff Wiese Magana LLC246$26K0.0%+167.4%0.000%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund4,707$495K0.0%N/A0.003%
4/22/2025 Kentucky Retirement Systems11,050$1.16M0.0%N/A0.006%
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4/22/2025 Center for Financial Planning Inc.450$47K0.0%N/A0.000%
4/22/2025 Cullinan Associates Inc.34,450$3.63M0.3%-1.3%0.020%
4/22/2025 Praxis Investment Management Inc.5,300$558K0.0%+17.5%0.003%
4/22/2025 World Equity Group Inc.2,225$234K0.1%-47.1%0.001%
4/22/2025 Evanson Asset Management LLC6,244$657K0.0%+90.2%0.004%
4/22/2025 Private Wealth Partners LLC3,450$363K0.0%N/A0.002%
4/21/2025 ORG Partners LLC711$74K0.0%-92.8%0.000%
4/21/2025 True Link Financial Advisors LLC6,000$631K0.0%-9.6%0.003%
4/21/2025 ORG Wealth Partners LLC12,727$1.33M0.4%N/A0.007%
4/21/2025 Envestnet Portfolio Solutions Inc.2,175$229K0.0%N/A0.001%
4/21/2025 Kingswood Wealth Advisors LLC2,453$258K0.0%N/A0.001%
4/18/2025 Clarius Group LLC40,436$4.26M0.3%-18.4%0.023%
4/18/2025 Prosperity Wealth Management Inc.2,880$303K0.1%N/A0.002%
4/18/2025 Rakuten Securities Inc.614$65K0.0%-53.1%0.000%
4/17/2025 FNY Investment Advisers LLC4,000$420K0.3%+433.3%0.002%
4/17/2025 QRG Capital Management Inc.2,018$212K0.0%N/A0.001%
4/17/2025 Janney Montgomery Scott LLC15,021$1.58M0.0%+119.1%0.009%
4/17/2025 Mission Wealth Management LP2,166$228K0.0%-50.6%0.001%
4/17/2025 Mn Services Vermogensbeheer B.V.57,700$6.07M0.0%-7.1%0.033%
4/16/2025 Wealth Enhancement Advisory Services LLC38,917$4.10M0.0%+220.9%0.022%
4/16/2025 Stanley Laman Group Ltd.95,004$10.00M1.5%+63.5%0.055%
4/16/2025 GraniteShares Advisors LLC4,573$481K0.3%-10.3%0.003%
4/16/2025 Union Bancaire Privee UBP SA111,345$11.43M0.3%-57.3%0.064%
4/16/2025 Fort Washington Investment Advisors Inc. OH13,954$1.47M0.0%-26.2%0.008%
4/15/2025 Greenwood Capital Associates LLC7,048$742K0.1%+165.7%0.004%
4/15/2025 GPS Wealth Strategies Group LLC1,484$156K0.0%+7.2%0.001%
4/15/2025 Simon Quick Advisors LLC4,984$524K0.0%N/A0.003%
4/15/2025 Thompson Investment Management Inc.6,432$677K0.1%+7,743.9%0.004%
4/15/2025 CX Institutional497$52K0.0%N/A0.000%
4/15/2025 Assenagon Asset Management S.A.125,948$13.25M0.0%+110.1%0.073%
4/15/2025 Avanza Fonder AB9,552$1.01M0.0%-5.5%0.006%
4/15/2025 Accurate Wealth Management LLC8,571$873K0.2%N/A0.005%
4/15/2025 GAMMA Investing LLC1,201$126K0.0%+255.3%0.001%
4/14/2025 Yousif Capital Management LLC2,111$222K0.0%N/A0.001%
4/14/2025 Octavia Wealth Advisors LLC4,367$459K0.1%+8.2%0.003%
4/14/2025 Pallas Capital Advisors LLC7,790$820K0.0%N/A0.004%
4/14/2025 Farther Finance Advisors LLC2,228$233K0.0%+283.5%0.001%
4/14/2025 Selective Wealth Management Inc.37,514$3.82M1.6%-1.2%0.022%
4/14/2025 Courier Capital LLC9,535$1.00M0.1%-3.9%0.005%
4/11/2025 Barton Investment Management258,648$27.22M3.3%-0.8%0.149%
4/11/2025 Blue Zone Wealth Advisors LLC20,770$2.19M0.6%+12.9%0.012%
4/11/2025 Congress Asset Management Co.80,765$8.50M0.1%+1.6%0.047%
4/11/2025 Avity Investment Management Inc.2,025$213K0.0%N/A0.001%
4/11/2025 E. Ohman J or Asset Management AB5,800$610K0.0%N/A0.003%
4/10/2025 Fluent Financial LLC5,553$584K0.3%-66.0%0.003%
4/9/2025 Merit Financial Group LLC7,821$823K0.0%N/A0.005%
4/9/2025 NBC Securities Inc.905$95K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers194,272$20.44M0.0%+0.5%0.112%
4/7/2025 GAMMA Investing LLC126,369$13.30M0.0%+37,287.3%0.073%
4/3/2025 Central Pacific Bank Trust Division935$98K0.0%N/A0.001%
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4/3/2025 Versant Capital Management Inc4,906$516K0.1%+1,093.7%0.003%
4/2/2025 Kera Capital Partners Inc.2,928$308K0.1%+10.5%0.002%
3/24/2025Wellington Management Group LLP34,042$2.68M0.0%+68.8%0.020%
3/18/2025California State Teachers Retirement System252,562$19.90M0.0%-1.7%0.147%
3/17/2025 Wealth Enhancement Advisory Services LLC12,126$956K0.0%+52.4%0.007%
3/3/2025 Fluent Financial LLC16,329$1.29M0.6%N/A0.010%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH110,155$8.68M0.0%N/A0.064%
2/22/2025American Trust6,384$503K0.0%-2.6%0.004%
2/20/2025Mackenzie Financial Corp13,920$1.10M0.0%-26.4%0.008%
2/20/2025Forum Financial Management LP4,231$333K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

OKTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OKTA shares?

During the previous two years, 692 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were Vanguard Group Inc. ($1.36B), Sands Capital Management LLC ($756.69M), First Trust Advisors LP ($291.96M), Marshall Wace LLP ($282.41M), Champlain Investment Partners LLC ($256.36M), Norges Bank ($234.99M), and Geode Capital Management LLC ($212.39M).Learn more on OKTA's institutional investors.

What percentage of Okta stock is owned by institutional investors?

86.64% of Okta stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Which institutional investors have been buying Okta stock?

Of the 593 institutional investors that purchased Okta stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.65M), Cerity Partners LLC ($3.21M), Point72 Asset Management L.P. ($2.97M), Sands Capital Management LLC ($2.62M), Marshall Wace LLP ($2.17M), Ameriprise Financial Inc. ($1.83M), and Alyeska Investment Group L.P. ($1.70M).

How much institutional buying is happening at Okta?

Institutional investors have bought a total of 49,814,461 shares in the last 24 months. This purchase volume represents approximately $4.15B in transactions.

Which Okta major shareholders have been selling company stock?

Of the 346 institutional investors that sold Okta stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($6.02M), Toronto Dominion Bank ($2.06M), Whale Rock Capital Management LLC ($1.72M), Bessemer Group Inc. ($1.01M), Nomura Holdings Inc. ($910.26K), First Trust Advisors LP ($740.24K), and Champlain Investment Partners LLC ($701.36K).

How much institutional selling is happening at Okta?

Institutional investors have sold a total of 28,664,903 shares in the last 24 months. This volume of shares sold represents approximately $2.37B in transactions.



This page (NASDAQ:OKTA) was last updated on 4/29/2025 by MarketBeat.com Staff
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